Kelcie M.

Solving financial puzzles is in my DNA. I’m an online bookkeeper with a passion for numbers. I’m eager to help small businesses amass financial insights and build and improve their bookkeeping practices. Are your financial responsibilities preventing you from focusing on growth? Are you sacrificing your passion and creativity at the expense of your accounting needs? Do you struggle to keep up with administrative and financial tasks? Is having to track spending or uncover insights or patterns detracting from what you do best? Let me handle the numbers so you can focus on your business! I’m certain I can: ◼️ Streamline your bookkeeping best practices, giving you confidence in the precision of your financial statements. ◼️ Ensure payments are made on time while reducing overdue balances. ◼️ Prepare tailored financial reports with actionable insights. ◼️ Conduct bank reconciliations, track debits and credits, and record sales and invoices. ◼️ Perform historic financial audits to determine what’s worked and what hasn’t. I’ve always loved math and budgeting—this has been a tremendous asset in my personal life as well—and I look forward to aligning my skillset with your accounting needs. What sets me apart from other bookkeepers is my caregiving nature and nurturing yet thorough approach. I genuinely enjoy working directly with others and forming long-lasting relationships. Let’s work together to give you more control and confidence in your accounting! Here’s what getting started with me looks like: 🗸 First, we’ll schedule a 15-minute call so we can get to know each other. During this time, I’ll learn from you what your specific needs and concerns about your business are. 🗸 From there, you’ll add me to your QuickBooks account, and if you don’t have one, we’ll get you set up. 🗸 Then I’ll send over a QBO checkup and custom proposal that matches your goals. Finally, you’ll hire me here on Upwork and we’ll get started!